Client Services Associate

 Essential Functions:

· Collaborate closely with the Client Services Specialist to streamline and support the order processing workflow.

· Assist with follow-up tasks, including patient engagement calls and coordinating with prescribers to obtain outstanding paperwork.

· Perform patient intake, ensuring accurate and timely documentation of medical necessity information in the system.

· Request, review, and document pertinent medical records from physician offices to ensure all necessary information is collected.

· Maintain clear and effective communication with internal team members to ensure smooth operations and resolution of any issues.

· Participate in traditional and e-learning programs

· Work effectively with other company employees, managers, and departments.

· Perform all job functions with Company Mission, Vision, and Goal Statements in mind.

· Perform other duties as assigned.

Job Requirements and Qualifications:

Education, Certificate and Licensure

High school diploma or general education degree (GED).

Physical Demands

· Prolonged periods sitting at a desk and working on a computer.

· Must be able to lift up to 10 pounds at times.

· Ability to occasionally stand, walk, reach with hands and arms, and bend or stoop as needed.

· Regular use of hands/fingers to operate computer keyboard, mouse, and office equipment.

· Ability to see and read information on computer screens and documents.

Other Requirements

· Must possess excellent verbal communication skills with a strong emphasis on being polite, friendly, helpful and courteous with all internal and external stakeholders. 

· Must have the ability to demonstrate effective time management skills while working independently with minimal supervision.

· Must demonstrate proficient ability and practical knowledge of computers, software, and other office equipment. 

· Knowledge of insurance guidelines; DME (Durable Medical Equipment) experience is a plus. 

· Additionally, the applicant is expected to demonstrate the ability to quickly acquire knowledge of departmental program structure (Mission, Vision, and Goal Statements) and department policies and procedures. 

· Must demonstrate proficiency and productivity in a fast-paced environment with unscheduled interruptions while maintaining acceptable judgment, responsibility, and assumption for decisions, consequences, and results.